Lynas revenue growth and Kalgoorlie issues: commissioning lessons for mine planners
Reviewed by Joe Ashwell
First reported on Australian Mining
30 Second Briefing
Lynas Rare Earths posted solid revenue growth for the December 2025 quarter, driven by stronger rare earth prices and continued output from its Mt Weld mine and Malaysian processing plant, despite operational disruption at the new Kalgoorlie cracking and leaching facility. The Kalgoorlie plant, designed to handle Mt Weld concentrate domestically before export, faced commissioning and ramp-up issues that constrained throughput and temporarily altered product flows. For mine planners and process engineers, the result shows revenue resilience to short-term processing bottlenecks but underlines commissioning risk around new hydrometallurgical circuits.
Technical Brief
- For similar rare earth hydromet projects, staged ramp-up and flexible product routing remain critical de-risking tools.
Our Take
Rare earth coverage in our database is relatively sparse compared with bulk commodities, so sustained revenue growth at an Australia-based producer like Lynas Rare Earths stands out against a field still dominated by early-stage or speculative rare earth projects.
Within the 691 Mining stories and 1301 Projects-tagged pieces, Australia repeatedly appears as a jurisdiction where processing and permitting bottlenecks, rather than resource scarcity, shape project risk profiles, which is likely relevant to any disruption at Lynas’ domestic operations.
Across the 59 rare earth keyword-matched pieces, most items focus on exploration or policy rather than established revenue-generating operations, suggesting Lynas Rare Earths remains one of the few producers in our coverage with meaningful exposure to realised rare earth cash flow rather than purely development upside.
Prepared by collating external sources, AI-assisted tools, and Geomechanics.io’s proprietary mining database, then reviewed for technical accuracy & edited by our geotechnical team.
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